See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,870 |
OK401K INC3 years Filed as: OK401K, INC Service code 99 · EIN 20-0060490 | Other Fees | $14,371 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,195 | $51,045-78.1% | $70,515-84.1% | $71,457-84.3% |
| Participation rate | 92.4% | 59.4%+32.9pp | 68.3%+24.0pp | 67.9%+24.4pp |
| Annual return | 10.06% | 42.63%-32.6pp | 32.77%-22.7pp | 28.85%-18.8pp |
| Employer contribution / active EE | $5,963 | $1,790+233.1% | $2,973+100.5% | $2,588+130.4% |
| Participant deferral / active EE | $1,649 | $3,026-45.5% | $4,567-63.9% | $4,289-61.5% |
| Admin fee / account holder | $55 | $1,994-97.2% | $6,412-99.1% | $1,587-96.5% |